With US – Iran agreement close (presumably) the cycle of lengthy uncertainty, which began on 28 February, the investment community hastens to analyse which shares in Athens Exchange They could benefit from the new data.
The first answer is undoubtedly those affected most by the deescalation of energy prices, i.e. those listed by the transport and transport sectors. Industry. From then on, there are also the banks, whose variation is directly related to the progress of the global economy due to the high position of foreign investors in the stock exchange.
The Aegean Airlines, In the last few months, it is estimated that it will benefit significantly from falling prices on air fuels and improving travel confidence. Yesterday +4,6% on the dashboard recommends a first sample of writing for the next day.
At the same wavelength, Autohellas and Athens International Airport They may also receive dividends from the stabilisation of the tourist market, while in «winner» We have to count its share. Lamda Development, Since the project in Greek is largely related to the tourist demand from abroad.
A second wave, with regard to the beneficial effects of the peace deal between Tehran and Washington, comes to influence its shares industrial sectorThe decline in oil and gas prices is imminent. «clip» operating costs for the benefit of companies such as Cenergy, Elvalchalcor, Viohalco, Titan Cement, Metlen etc.
He may feel won too. builder Sector (GEK TERNA, Aktor Group, AVAX), thanks to the prospect of price deescalation in building materials.
As regards the banking sector, the fact that foreign investors feel more comfortable after the end of conflicts in the Middle East can work catalytically for the influx of new funds.
Of course, all of this remains to be proved in practice, as we do not forget that the withdrawal of energy prices requires a reasonable period of time, in order to «Come in.» from markets to the real economy.
It is also a question of whether the phenomenon of inflation, which has already forced the ECB to increase interest rates by 25 points , will be able to be regulated before it acquires systemic characteristics , «eating» business profit margins and consumer income available.
Finally, with interest is expected the reaction of the energy sector's shares, such as Motor Oil, Helleniq Energy, PPC etc., which are invited to adapt to an environment that does not include the former «inflated» sales prices on the refining and electricity market.
This year's returns on shares affected by developments in the Middle East
• GENTER +76.1%
• Viohalco +65.2%
• Cenergy +62.9%
• Piraeus Bank +37.5%
• Optima Bank +36.1%
• ELVALHALCOR +26.6%
• PPC +25.8%
• Central Cyprus +23.4%
• Eurobank +22.4%
• Motor Oil +22.2%
• Helleniq Energy +21.6%
• National Bank +17.6%
• Alpha Bank +17.1%
• AVAX +13.1%
• Titan Cement +3.1%
• Aktor Group +1,0%
• AIA -1.5%
• Autohellas -3.4%
• Metlen -5.1%
• Lamda Development -6.9%
• Aegean Airlines -10.6%
Which sectors «They're filling up.» the profitability of the listed
(The above is a product of a journalistic investigation and does not constitute a inducement for buying, selling or holding any share)
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